Send appointment reminders

The Reminders view in the Agenda lists upcoming patient appointments and indicates whether email or WhatsApp reminder activity is recorded for each one.

How to send a reminder

1. Open Agenda and select Reminders.
2. Find the patient and appointment in the list.
3. Open the action menu for the reminder.
4. Select Send Email or Send Whatsapp.
5. Review the contact details and the message screen, then complete the send action.

Important information

An email address is required to send an email reminder. A cellphone number is required to send a WhatsApp reminder. The reminder list shows the status for both methods so you can identify appointments that still need attention.

Troubleshooting

• If Send Email is unavailable, add or correct the patient's email address in the patient record.
• If Send Whatsapp is unavailable, add or correct the patient's cellphone number.
• If no reminders are shown, there may be no upcoming appointments in the reminder period.

Related

• Schedule appointments and manage the waiting list
• Manage patient records